+368.1%
TRV vs PFGC
+419.1%
-51.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -0.1% | -2.2% | +2.1% | +0.3% |
| 30D | -3.4% | -11.9% | +8.5% | -0.9% |
| 3M | +26.4% | +5.0% | +21.4% | +25.0% |
| 6M | +19.3% | +8.6% | +10.7% | +16.9% |
| YTD | +28.3% | +9.7% | +18.6% | +25.0% |
| 1Y | +34.3% | -6.3% | +40.6% | +35.1% |
| 3Y | +140.1% | +58.2% | +81.9% | +114.6% |
| 5Y | +155.7% | +110.4% | +45.3% | +110.5% |
| 10Y | +285.5% | +272.8% | +12.8% | +177.6% |
| All | +368.1% | +419.1% | -51.0% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PFGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling